Kingdom Financial Group

Kingdom Financial Group as of Sept. 30, 2024

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 12.5 $17M 154k 108.63
Ishares Tr Rus Tp200 Vl Etf (IWX) 10.2 $14M 168k 81.27
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS) 8.8 $12M 249k 47.21
Ishares Tr Usd Inv Grde Etf (USIG) 8.4 $11M 213k 52.58
Vanguard Index Fds Sp 500 Etf Shs (VOO) 7.3 $9.8M 19k 527.65
Ishares Tr Rus Tp200 Gr Etf (IWY) 6.5 $8.7M 99k 87.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.7 $7.6M 127k 60.42
Ishares Tr Eafe Grwth Etf (EFG) 5.6 $7.5M 69k 107.65
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.5 $7.4M 125k 59.02
Ishares Tr Rus Mdcp Val Etf (IWS) 4.7 $6.2M 47k 132.25
Ishares Core Msci Emkt (IEMG) 4.3 $5.7M 100k 57.41
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.7 $3.6M 31k 117.29
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.5 $3.3M 54k 61.54
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.9 $2.5M 28k 89.36
Spdr Ser Tr Portfolio Sp500 (SPLG) 1.0 $1.3M 19k 67.51
Johnson & Johnson (JNJ) 0.9 $1.2M 7.1k 162.05
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.1M 16k 70.83
Apple (AAPL) 0.8 $1.1M 4.9k 233.01
UnitedHealth (UNH) 0.8 $1.1M 1.9k 584.84
Exxon Mobil Corporation (XOM) 0.7 $939k 8.0k 117.23
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $794k 7.8k 101.27
Aim Etf Products Trust Allianzim Us Lrg (SEPW) 0.6 $746k 26k 28.53
Pimco Etf Tr Ultra Short Govt (BILZ) 0.5 $714k 7.1k 101.22
C H Robinson Worldwide Com New (CHRW) 0.5 $697k 6.3k 110.37
Ishares Tr Core Total Usd (IUSB) 0.5 $651k 14k 47.12
Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.4 $556k 19k 28.84
Microsoft Corporation (MSFT) 0.4 $534k 1.2k 430.46
Chevron Corporation (CVX) 0.3 $444k 3.0k 147.29
Amazon (AMZN) 0.3 $440k 2.4k 186.33
Aim Etf Products Trust Allianzim U S La (SIXD) 0.3 $410k 16k 26.28
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $400k 14k 29.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $392k 2.2k 179.34
Ge Aerospace Com New (GE) 0.3 $384k 2.0k 188.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $342k 742.00 460.26
Southern Company (SO) 0.2 $332k 3.7k 90.17
Costco Wholesale Corporation (COST) 0.2 $325k 367.00 885.35
Ishares Tr Sp 500 Grwt Etf (IVW) 0.2 $316k 3.3k 95.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $299k 3.0k 98.10
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.2 $259k 11k 22.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUN) 0.2 $256k 7.2k 35.42
Allstate Corporation (ALL) 0.2 $252k 1.3k 189.59
JPMorgan Chase & Co. (JPM) 0.2 $251k 1.2k 210.84
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.2 $245k 4.6k 52.81
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.2 $244k 7.1k 34.54
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $234k 4.4k 53.63
General Dynamics Corporation (GD) 0.2 $226k 746.00 302.25
International Business Machines (IBM) 0.2 $224k 1.0k 221.03
Tesla Motors (TSLA) 0.2 $217k 829.00 261.63
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.2 $204k 4.1k 49.47